Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,549 | $48,364+19.0% | $71,796-19.8% | $62,881-8.5% |
| Participation rate | 84.6% | 60.6%+24.0pp | 69.1%+15.5pp | 69.3%+15.3pp |
| Annual return | 10.72% | 13.16%-2.4pp | 78.04%-67.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,657 | $1,042+59.1% | $1,924-13.9% | $2,281-27.3% |
| Participant deferral / active EE | $4,362 | $2,091+108.6% | $2,794+56.1% | $3,203+36.2% |
| Admin fee / account holder | $1,998 | $3,771-47.0% | $4,815-58.5% | $4,296-53.5% |